# Bridgewater Advisory Group LLC

> Bridgewater Advisory Group LLC is a state-registered investment advisory firm in Crystal City, MO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 327259
- Filed as: BRIDGEWATER ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crystal City, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327259
- AdvisorCensus page: https://advisorcensus.com/firm/bridgewater-advisory-group-llc-crystal-city-mo-327259

## Quick answers

**How is Bridgewater Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgewater Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bridgewater Advisory Group LLC located?**
Bridgewater Advisory Group LLC's principal office is in Crystal City, MO, according to its Form ADV.

**Is Bridgewater Advisory Group LLC registered with the SEC or a state?**
Bridgewater Advisory Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327259.

**How much does Bridgewater Advisory Group LLC manage?**
Bridgewater Advisory Group LLC reports $49,666,856 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Bridgewater Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (23).

**Does Bridgewater Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327259

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,666,856
- Discretionary: $49,666,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $13,180,322 |
| High net worth individuals | 23 | $36,258,546 |
| Charitable organizations | Fewer than 5 | $227,988 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgewater-ag.com
- joymoments.com
- Facebook @bridgewater.advisory.group
- Facebook @ethan.m.bridgewater
- Facebook facebook.com
- LinkedIn @bridgewater-advisory-group
- LinkedIn @ethanbridgewater
- LinkedIn @terry-bridgewater-cpa-24399313

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgewater Advisory Group LLC (CRD 327259): Form ADV filing data as of October 2026.